+35,366.8%
VLO vs SWK
+1,585.9%
+33,780.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +13.1% | -18.9% | -10.8% |
| 7D | -6.0% | +17.9% | -23.9% | -12.5% |
| 30D | -12.9% | +31.9% | -44.8% | -22.5% |
| 3M | +18.3% | +16.6% | +1.8% | +9.9% |
| 6M | +46.4% | +61.1% | -14.7% | +18.0% |
| YTD | +127.7% | +64.2% | +63.5% | +79.0% |
| 1Y | +120.6% | +85.2% | +35.4% | +64.2% |
| 3Y | +213.8% | +50.2% | +163.6% | +143.4% |
| 5Y | +458.6% | -22.8% | +481.4% | +436.9% |
| 10Y | +826.1% | +35.8% | +790.3% | +594.5% |
| All | +35,366.8% | +1,585.9% | +33,780.9% | +11,989.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling